investment

The True Costs Of Home Ownership

For most people, buying a home is the largest purchase they will make in their lives. People used to believe that buying a home always was better than renting since people assumed home values always would go up. Unfortunately, during the recent financial crisis, many people found themselves underwater, owing more on their house than […]
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Top Investment Rules For Retirement

With people living longer and the future of Social Security uncertain, setting up a financial plan and investing in a retirement account is crucial for financial independence. Here are three top investment rules for retirement to follow when investing in an IRA, 401(k), 403(b) or any other qualified retirement account. Rule 1: Invest some of […]
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Secrets Of The Wealthy, Part 1

The No. 1 financial goal that I hear from people is that they want to be financially independent. They don’t want to worry about money when they are retired. They want to pursue their dreams and passions. They don’t want to be overly dependent on family or other entities for money. Many spend a lifetime […]
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3 Important Investment Mistakes To Avoid

By David S. Chang Investing the past decade has been a roller-coaster with its highs and lows. Interestingly, the volatile market changes aren’t the biggest reasons for a shrinking investment portfolio, our individual actions are. Warren Buffett, the Oracle of Omaha and perhaps the greatest investor to ever live, states that investors should not beat […]
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The Best Investment You Can Make

  Many people are always on the lookout for the best investment to make money. It may be company stock, a mutual fund, a piece of real estate or maybe a business venture. However, there is one investment that many people overlook, and it is the best investment you can make: yourself! You are your […]
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Taking Full Advantage Of A 401(k)

401(k) retirement plans were first introduced by Congress in 1978. The name comes from the section (401) and paragraph(k) of the Internal Revenue Code. The retirement plans were created to encourage Americans to save more for retirement. Here are some tips and information to take full advantage of the benefits of a 401(k): 401(k) plans […]
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An Investor’s Guide To Annuities

Chances are if you are looking at planning for retirement, you have come across annuities as a potential investment product for retirement income. The proper annuity may enhance your investment portfolio, but it is important to make sure it is suitable for you. What is an annuity? An annuity is a contract between you and […]
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Your Guide To Mutual Funds Part 2

This is a two part series. Please click here for part 1! There are many types of mutual funds with a wide variety of investment objectives and risk and return characteristics. Below is an overview of fund categories listed from higher risk/return potential to lower. Aggressive Growth Equity Funds attempt to invest in securities whose […]
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A Quick Guide To Mutual Funds

This is a two part series. Please click here for part 2! Investors enjoy selecting individual investments and monitoring their progress on a regular basis. This can be rewarding and fun if you have the time, experience and patience to research your investments and monitor their progress. Like many people, you may already have a […]
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